Cypress Capital Management (Delaware)’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Cypress Capital Management (Delaware)’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-196,542	Closed	-$4.35M	–	139
2022 Q3	$4.35M	Sell	196,542 -7,497	-4%	-$182K	0.81%	42
2022 Q2	$4.87M	Buy	204,039 +11,856	+6%	+$302K	0.73%	50
2022 Q1	$5.05M	Buy	192,183 +6,900	+4%	+$181K	0.63%	53
2021 Q4	$4.99M	Buy	185,283 +21,855	+13%	+$568K	0.56%	56
2021 Q3	$4.12M	Hold	163,428	–	–	0.54%	59
2021 Q2	$4.12M	Buy	163,428 +2,100	+1%	+$53K	0.54%	59
2021 Q1	$3.92M	Sell	161,328 -30,312	-16%	-$689K	0.54%	59
2020 Q4	$4.1M	Buy	191,640 +28,875	+18%	+$586K	0.56%	56
2020 Q3	$3M	Sell	162,765 -52,005	-24%	-$957K	0.46%	59
2020 Q2	$3.71M	Buy	214,770 +37,980	+21%	+$641K	0.6%	54
2020 Q1	$2.65M	Buy	176,790 +38,550	+28%	+$692K	0.52%	53
2019 Q4	$2.67M	Buy	138,240 +20,190	+17%	+$378K	0.41%	56
2019 Q3	$2.16M	Buy	118,050 +29,400	+33%	+$526K	0.35%	58
2019 Q2	$1.57M	Buy	88,650 +60,750	+218%	+$1.07M	0.27%	63
2019 Q1	$486K	Buy	+27,900	New	+$469K	0.09%	112

Other funds holding SCHD

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cypress Capital Management (Delaware)'s SCHD Position: Q4 2022 in Review

Cypress Capital Management (Delaware) sold out of Schwab US Dividend Equity ETF (SCHD) in Q4 2022, closing a stake of 196,542 shares — an estimated $4.35M sold.

Cypress Capital Management (Delaware) first reported a position in SCHD in Q1 2019 and held it in 15 quarters. The position peaked at $5.05M in Q1 2022. 1,326 funds tracked by Wall St. Rank hold SCHD as of Q4 2022.

Cypress Capital Management (Delaware) reported no remaining Schwab US Dividend Equity ETF position as of Q4 2022 after selling out during the quarter.
Cypress Capital Management (Delaware) sold 196,542 Schwab US Dividend Equity ETF shares in Q4 2022, an estimated $4.35M.
Cypress Capital Management (Delaware) first reported a position in Schwab US Dividend Equity ETF in Q1 2019 and held it in 15 quarters.
Cypress Capital Management (Delaware)'s Schwab US Dividend Equity ETF position peaked at $5.05M in Q1 2022.
1,326 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2022.

Based on Cypress Capital Management (Delaware)'s 13F filing for Q4 2022.